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πŸ’ΌGetting started with MYFUNDBOX
πŸ“ŠDashboard
πŸ‘¦Profile
πŸ‘€Customers
πŸ“œManage Subscription
πŸ“ͺDisputes
πŸ’°Payments
πŸƒPlans
πŸš€Pay Link
〽️ANALYTICS/REPORTS
πŸ’²Manage Transactions
πŸ§‘β€πŸ€β€πŸ§‘Teams/User Creation
Import
πŸŽͺCustomer Portal
βš™οΈSettings
✴️ENDPOINT URL
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4min

Steps to start Invoice/Subscription

To Generate Invoice/Subscription. Use the below steps

Step 1 :

Click on the "Create Pay Link". Enter "Pay Link Name" ''Currency'' ''Interval''and "Amount" & enter your customer details. They will be notified by E-mail. Once they have click on Send Pay Link.

You will receive your funds for your generated Invoice/subscription.

Note: If your payment methods are connected, Skip to step 2

Step 2 :

Go to Settings -> Menu -> Payment Gateway. Select the payment gateway that you want to connect.

Ensure that your payment method has been connected. So that your customers are able to pay.

Step 3 :

Once your customer confirms the subscription by paying through payment checkout box, which is then notified to customers through their E-mail Id.

Customer will then be receiving invoice once the payment is done successfully.

Step 4 :

Once the payment is successful. You can manage Subscription, Download Invoice, add more information about your customer by click in on Billing Contact.

Updated 03 Mar 2023
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TABLE OF CONTENTS
To Generate Invoice/Subscription. Use the below steps
Step 1 :
Step 2 :
Step 3 :
Step 4 :